Upticks: A Financial Planning & Investment Podcast

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Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management...

Business 415 recordings 2017 → today Weekly updated 6 days ago
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Building Wealth (Ep. 115) contributed by Lukas · Oct 29, 2020
Bonds vs. Stocks (Ep. 114) contributed by Lukas · Oct 21, 2020
The Election & Your Portfolio (Ep. 113) contributed by Lukas · Oct 15, 2020
Donor Advised Funds (Ep. 112) contributed by Lukas · Oct 8, 2020
5 Retirement Pitfalls to Avoid (Ep. 111) contributed by Lukas · Oct 1, 2020
Restricted Stock Units (Ep. 110) contributed by Lukas · Sep 24, 2020
Stocks for Beginners (Ep. 109) contributed by Lukas · Sep 18, 2020
Retirement Withdrawal Strategy (Ep. 108) contributed by Lukas · Sep 11, 2020
Net Unrealized Appreciation (Ep. 107) contributed by Lukas · Sep 3, 2020
Retirement Income Planning (Ep. 106) contributed by Lukas · Aug 27, 2020
Options Trading 101 (Ep. 105) contributed by Lukas · Aug 20, 2020
Election 2020 Predictions (Ep. 104) contributed by Lukas · Aug 13, 2020
Retirement Housing (Ep. 103) contributed by Lukas · Aug 5, 2020
5 Retirement Mistakes to Avoid (Ep. 102) contributed by Lukas · Jul 30, 2020
Reviewing Your Financial Plan (Ep. 101) contributed by Lukas · Jul 17, 2020
Mid-Year Market Update (Ep. 100) contributed by Lukas · Jul 10, 2020
Lowering Your Taxes (Ep. 99) contributed by Lukas · Jul 6, 2020
Financial Advisors Explained (Ep. 98) contributed by Lukas · Jun 29, 2020
Managing Concentrated Stock (Ep. 97) contributed by Lukas · Jun 22, 2020
Maximizing Social Security (Ep. 96) contributed by Lukas · Jun 16, 2020
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Welcome to Upticks, your podcast for financial insights. Hosted by Jake Falcon, CRPC® and Cory Bittner, CRPC®, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax strategies, and timely market topics. Join us for concise, understandable discussions that empower your financial literacy. Disclaimer: Securities offered through HighTower Securities, LLC. Member...

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